UA and the 787?

[dl764]

I don't know if this has been brought up, but according to http://seattlepi.nwsource.com/business/267152_air19.html
UA seems interested in the 787

well not for a while though

 

[JungleClone]

Exactly. It would be foolish for UA to commit to an aircraft purchase at this time, especially considering how volatile the price of oil continues to be. You must think in geopoligical terms. The Iranian nuclear situation must be dealt with and soon. Hopefully it will be dealt with diplomatically. However, considering that this is Iran we're talking about, my money is on some sort of military action. That would send the markets into a panic and drive up the price of oil considerably higher, which would put the squeeze on everyone, UA included. Such activity might force further downsizing of the industry. You don't want to be committing cash to pre-delivery deposits of large wide-bodies in a situation like that.

UA is smart to show interest in the 787. It's an aircraft that meshes well with their route system and future growth plans. But they're smarter for waiting on placing an order.

 

[dl764]

JungleClone
You are absolutley correct. I agree with you. UA shouldn't purchase yet, but later on the should.

 

[AIRBORN1]

Something is coming up here soon at UAL.. UAL, is clearing all transfer's at inflight and this means something
is brewing over at UAL.... AA, did the same thing when TWA
came on board and AIRCAL when the merger happen. no reason
to spread rumors here just a thought . SFO AND LAX inflight
200 hundred at LAX and 200 at SFO was cleared tonight. We haven't seen transfer at LAX/SFo since
before Sept 11...

quote name='dl764' date='Apr 26 2006, 04:40 PM' post='375427']
JungleClone
You are absolutley correct. I agree with you. UA shouldn't purchase yet, but later on the should.
[/quote]

 

[JetClipper]

UA is smart to show interest in the 787. It's an aircraft that meshes well with their route system and future growth plans. But they're smarter for waiting on placing an order.

I disagree with you on that point.

Northwest needs the 787 because its hubs’ O&D markets are too small to support non-stops past Japan with 747-400s (which is why they pulled DTW-PEK & -SHA a few years ago). United doesn’t have this problem; ORD can (and does) provide enough traffic to fill even off-bank flights to Asia.

IMO, the only likely spot in United’s fleet for a 787-size airplane is as a 767 replacement. Given those airplanes’ age (and United’s financial situation, the price of oil, etc.), I don’t see such an order coming any time soon.

 

[IORFA]

AIRBORN1, That's what happens when you are hiring off the street. You clear transfers and fill the holes with new hires. At AA there was NO big cleansing of the transfer lists before we bought TWA. Just RUMOR.

 

[JungleClone]

Maybe the much-speculated and oft-rumored merger between UA and CO is on the near horizon after all! 😉

 

[coolflyingfool]

UA should put in an order now as the B787 line is sold out until 2010. Boeing is even thinking of adding a second line due to demand. UA could probably score a good deal to help kick in that second line. just my thoughts.......

 

[ZMAN777]

FWIW,

Looks like the A350 won't be a competitor afterall. At least in it's current configuration/design. Add a few more years and billions of euro's to this idea.

Yeah, better get your orders in quick as there won't be a competitive answer for years to come.

Cheers,
Z B)


www.chicagotribune.com/business/chi-0605110211may11,1,7739829.story?coll=chi-business-hed

 

[ThirdSeatHero]

UA should put in an order now as the B787 line is sold out until 2010. Boeing is even thinking of adding a second line due to demand. UA could probably score a good deal to help kick in that second line. just my thoughts.......

CALs got a nice position in line, and when merge with CAL we will too. Why order?

 

[The Gopher]

UA should put in an order now as the B787 line is sold out until 2010. Boeing is even thinking of adding a second line due to demand. UA could probably score a good deal to help kick in that second line. just my thoughts.......

Per exit financing agreements, UA is barred from ordering any new aircraft for several years. But not new headquarters.

 

[JetClipper]

FWIW,

Looks like the A350 won't be a competitor afterall. At least in it's current configuration/design. Add a few more years and billions of euro's to this idea.

Yeah, better get your orders in quick as there won't be a competitive answer for years to come.

Cheers,
Z B)
www.chicagotribune.com/business/chi-0605110211may11,1,7739829.story?coll=chi-business-hed

Airbus should be thrilled that millions of Europeans will fit the bill for the A350's redesign and not have a thing to say about it!

 

[JungleClone]

Is UA really barred from ordering any new aircraft for several years as part of their exit financing? I'm certainly no expert on those matters, but it seems odd that UA would enter into an agreement with such restrictive stipulations. That would seem to potentially put UA at an extreme competitive disadvantage. We all know the 737's are showing their age and will need to be replaced soon. We also know that UA harbors plans for more international expansion. That means more jets will be needed for replacement and/or future growth. And it's not like you can place an order tomorrow and get your jets the following week. What if UA realizes a new order is needed and they come upon an attractive offer from Boeing or Airbus, or from a lessor such as GECAS or ILFC?

 

[Bulscu]

Is UA really barred from ordering any new aircraft for several years as part of their exit financing? I'm certainly no expert on those matters, but it seems odd that UA would enter into an agreement with such restrictive stipulations. That would seem to potentially put UA at an extreme competitive disadvantage. We all know the 737's are showing their age and will need to be replaced soon. We also know that UA harbors plans for more international expansion. That means more jets will be needed for replacement and/or future growth. And it's not like you can place an order tomorrow and get your jets the following week. What if UA realizes a new order is needed and they come upon an attractive offer from Boeing or Airbus, or from a lessor such as GECAS or ILFC?

Things that make you say....



....Hmmmmm,



😉

 

[FWAAA]

Is UA really barred from ordering any new aircraft for several years as part of their exit financing? I'm certainly no expert on those matters, but it seems odd that UA would enter into an agreement with such restrictive stipulations.

No, UA is not barred from ordering any new planes for five years. Its plan of reorganization didn't make provisions for ordering any airplanes, but that doesn't mean UA can't change its mind and order some. Tilton said that it wouldn't order planes until UA began beating its plan projections. I suspect that UA will begin exceeding its projections when the execs decide to order some airplanes. B)